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LMCLX vs OAAYX
LMCLX vs OAAYX Comparison
Open Charts LMCLX vs OAAYX
Invesco Active Allocation Y
Price$15.03
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets1.94B
LMCLX vs OAAYX Comparison Chart in %
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LMCLX vs. OAAYX commentary
Jul 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMCLX is a Buy and OAAYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.94B vs. LMCLX (171M). LMCLX pays higher dividends than OAAYX: LMCLX (5.35) vs OAAYX (2.18). LMCLX was incepted earlier than OAAYX: LMCLX (11 years) vs OAAYX (20 years). LMCLX (1.13) is less costly to investors than OAAYX (0.74). OAAYX is a more actively managed with annual turnover of: 43.00 vs. LMCLX (38.00). OAAYX has a lower initial minimum investment than LMCLX: OAAYX (1000) vs LMCLX (1000000). LMCLX annual gain was more profitable for investors over the last year : 21.20 vs. OAAYX (8.51). LMCLX return over 5 years is better than : 89.42 vs. OAAYX (17.60).
| LMCLX | OAAYX | LMCLX / OAAYX | |
| Total Expense Ratio | 0.97 | 0.74 | 131% |
| Annual Report Gross Expense Ratio | 1.13 | 0.74 | 153% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 3.979 | 7.942 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 1.94B | 9% |
| Annual Yield % from dividends | 5.35 | 2.18 | 246% |
| Returns for 1 year | 21.20 | 8.51 | 249% |
| Returns for 3 years | 55.55 | 26.28 | 211% |
| Returns for 5 years | 89.42 | 17.60 | 508% |
| Returns for 10 years | 71.79 | 37.28 | 193% |
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